2

22

YEARS of EXPERIENCE

I have 22 years of experience having worked in two brokerage firms. I have passed 6 broker qualification examinations and obtained licenses in about 17 states in the U.S.

Principal/Supervisory Exam
Series 4 - Registered Options Principal Examination
Series 24 - General Securities Principal Examination
YEARS
EXPERIENCE
General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Series 7 - General Securities Representative Examination
State Securities Law Exam
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Examination
5

Work experience

6

I've been fortunate to work with and for people from some amazing organizations.

achievements
Over 2,000
Partners worldwide, as well as Clients, brokers and advisors.
Over 500
Impressive portfolios handled for clients worldwide with more 40 countries.
7
8

contact

Let's have a conversation. Enter your preferred time & date for an introductory call.
Your message was successfully sent...
Sorry something went wrong